| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN AGCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SECURIAN LIFE INSURANCE COMPANY | $73K | $36K | $109K | 6.60% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | — | $26K | $26K | 3.20% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $21K | — | $21K | 2.51% |
| MARSH & MCLENNAN AGENCY LLC3 | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 0.49% |
| MARSH & MCLENNAN AGENCY LLC Filed as: TRION GROUP, A MARSH MCLENNAN AGNCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $430 | $8K | 2.18% |
| WORKPLACE SOLUTIONS, INC. | 120-A GILLS CREEK PKWY COLUMBIA, SC 29209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 2.03% |
| PREMIER INSURANCE MANAGEMENT Filed as: PREMIER INSURANCE MANAGEMENT SVC IN | 12707 HIGH BLUFF DR STE 140 SAN DIEGO, CA 92130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $574 | — | $574 | 0.17% |
| PREMIER INSURANCE MANAGEMENT Filed as: PREMIER INSURANCE MANAGEMENT SVC IN | 12544 HIGH BLUFF DR STE 430 SAN DIEGO, CA 92130 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $147 | — | $147 | 0.04% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY LLC HQ | 360 HAMILTON AVE STE 930 WHITE PLAINS, NY 10601 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| PELUSO, CHARLES B | 120 GILLS CREEK PKWY COLUMBIA, SC 29209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| MARSH & MCLENNAN AGENCY LLC Filed as: TRION GROUP, A MARSH MCLENNAN AGNCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14K | $893 | $15K | 8.68% |
| WORKPLACE SOLUTIONS, INC. | 120-A GILLS CREEK PKWY COLUMBIA, SC 29209 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 4.35% |
| PREMIER INSURANCE MGMT SERVICES INC | 12544 HIGH BLUFF DR STE 430 SAN DIEGO, CA 92130 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $393 | — | $393 | 0.23% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH & MCLENNAN AGENCY LLC HQ | 360 HAMILTON AVE STE 930 WHITE PLAINS, NY 10601 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | — | $0 | 0.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 10,722 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 132 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,854 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | SUMMACARE, INC | 12,487 | $2.0M |
| Dental | DELTA DENTAL OF OHIO | 10,485 | $3.2M |
| Vision | VISION SERVICE PLAN | 4,704 | $982K |
| Life insurance(2 contracts, 2 carriers) | SECURIAN LIFE INSURANCE COMPANY | 10,722 | $2.0M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 6,081 | $828K |
| Other(2 contracts, 2 carriers) | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 1,493 | $515K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,487 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.